Hi everyone - We currently use Ramp for credit card expense management and are considering using some of the other modules - including procurement. The majority of our purchasing goes through a centralized person. Currently our process is that a requester puts together a purchase request, gets approval, and submits the request to the purchasing specialist. Upon receipt, a PO is assigned and the purchasing specialist completes the purchase. The process works but we believe it could be more streamlined with using one centralized platform. Does anybody use the procurement feature in Ramp and has a centralized purchasing person or department? If so, how are you utilizing the procurement module?
Hi Amber, we are currently using procurement and have a centralized department.
The way we use this is to add our main purchaser as a last approval (or create a custom group for the procurement department people and add as a last approver). You can even utilize the “Notify” feature instead of requiring approval as well. They then approve and can send the PO to the vendors. I will say that we had to make them admins in our case so they could edit the PO’s/change PO owner to themselves/source the purchase for the requester. But, I think Ramp is working on a specific procurement role so we can remove them as admins. This is just what we are doing in the meantime. Hope this helps!
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Hi Jessica - Thank you so much for the information! In cases where your main purchaser buys things from Amazon, Staples, etc. (if they do) and use a Ramp credit card- is it time consuming for them to match the purchase to the PO?
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It is not too bad at all for us since they are already in the transaction uploading a receipt or memo. Just a couple extra clicks in the card transaction to click “match to” and “purchase order” which is located right beside where you put the accounting coding.
I think you can also accomplish this in the actual PO under card spend where you click match a card transaction and it gives suggestions of recent transactions for that vendor. Overall, I think it is just as simple as if you were to enter a bill and match it to a PO.
My only problem has been that you cannot match it to a PO if the transaction is still pending, so they have to go in once it has cleared and match it to the PO.
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